Data & Research

DB Market To Experience Major Upheaval

The U.S. defined benefit pension market is going to be hit with a massive shakeup that will see three-quarters of private-sector DB assets frozen or terminated in the next five years, compared to 25% currently.

Retirement Will Include Part-time Work

Nearly three-quarters of workers say they plan to continue working on a part-time basis after retirement; 21% say that part-time work will be a major source of retirement income and 52% say it will be a minor source.

Plans Important for Small Biz Success

About half of small business employees (49%) who now belong to a workplace retirement plan say they would stay away from a potential employer not offering such a program, according to a new Fidelity Investments survey.

Now, How Much Would You Pay?

Whether you are a Mom, are married to a Mom, have, or had a Mom (hopefully that covers everyone), odds are you’d agree with the statement that their care and ministrations are – to steal a phrase – priceless.

“Down″ Down Under?

Australia has a private savings system that, by all accounts, is working to the benefit of savers and financial advisers alike – but it doesn’t seem to be making them happy.